Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Sowell Launches 'Family Office Lite,' Advisor Partnership Program
By Rob BurgessMerchant has agrees to provide funding for future M&As to the RIA led by Bill Sowell.
May 01, 2026
LPL Still Pushing to Keep 90% of Commonwealth Assets: CEOTotal assets jumped 30% year over year to $2.3 trillion in Q1, but recruited assets fell 55%.
April 28, 2026
Carlyle Gives MAI More Fuel for Its M&A Push"We're at the end of the beginning," the $75 billion RIA's CEO, Rick Buoncore, tells ThinkAdvisor.
April 24, 2026
Modern Wealth Acquires $1B Brown & Co.This is the California-based RIA's second such deal this month.
April 23, 2026
Hightower to Acquire $9.5B Bahnsen GroupThe wealth management practice is based in California and has seen over 30% annual organic growth.
April 22, 2026
6 Firms to Merge Into New $4B RIAFive of the founding firms of Kintra are current or former Commonwealth affiliates
April 22, 2026
Capital Group CEO Sees More M&A ComingMore consolidation is coming as active funds react to being squeezed by passive investment products, says Mike Gitlin.
April 21, 2026
5 Signs It's Time to Start Thinking About M&AThe advisors who navigate the process well don't wait until they're exhausted or forced into a decision.